Income Tax Checklist

Below is a checklist of items we will need in order to complete your income tax return and get you every possible deduction:

SLIPS RECEIPTS OTHER DOCUMENTATION
*T4 Slips: Employment Income
* T4E: Employment Insurance Benefits
* T3 & T5: Interest, Dividends, and Mutual Funds
* T2202A: Tuition/Education Receipts
* RC62: Universal Child Care Benefit
* T4A-OAS & T4AP: Old Age Security & CPP Benefits
* T4A: Other Pension & Annuities
* T5007: Social Assistance Payments & Workers' Compensation Benefits
* Any other information slips you may have


* RRSP Contribution Slips
* Support for child, spouse, or common law partner
* Professional or union dues
* Tool expenses for a tradesperson
* Medical Expenses
* Transit pass receipts
* Charitable donations
* Political Contributions
* Child Care expenses
* Adoption expenses
* Children's Arts or Sports programs
* Moving Expenses
* Student Loan Interest
* Interest Expenses and Carrying Charges
* Home expenses for home office
* Professional Certification Exams

 

* Notice of Assessment from CRA
* Any CRA correspondence
* Northern Residence Deductions
* Rental Income and Expenses
* Business, Farm or Fishing Income and Expenses
* Automobile Logbook and expenses
* Disability Tax Credit Certificate
* T2200: Declaration of Conditions of Employment
* Volunteer Firefights Certificate